Wednesday, October 9, 2024
Deep Nutrition
My dive into the world of health and nutrition continues as I recently read Deep Nutrition by Catherine Shanahan, MD. The book covers a lot of topics about nutrition, ranging broadly from our evolutionary history to the nitty gritty of how to make a healthy salad dressing.
Friday, October 4, 2024
Karsan Value Funds: 2024 Q3 Results
Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.
Friday, August 30, 2024
Little 5 Sporting Goods
Big Five Sporting Goods is no longer worthy of its name, its stock price having been harpooned more than 95% from its 2021 high. The sporting goods retailer of 425 stores trades for just $40 million, or about $94,000 per store. But the company's inventory averages $680,000 per store, so this is worth a closer look!
Friday, July 26, 2024
VOXX Unpopular
Audiovoxx (VOXX) is a cyclical manufacturer of automotive and consumer electronics. The auto industry is going through a downturn at the moment, so Audiovoxx has been losing money and sitting on high inventory levels. But the stock has fallen almost 90% from its 2021 high, which may be on the excessive side, resulting in a potential opportunity.
Friday, July 5, 2024
Karsan Value Funds: 2024 Q2 Results
Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.
Friday, May 10, 2024
Troubled
The people I grew up with and the people I know were generally from two-parent homes where the parents were generally the biological parents. So it was with a lot of fascination that I read Rob Henderson's book Troubled, which was a look inside the lives of his childhood network, where most kids were from single-families or foster care.
Wednesday, May 1, 2024
What I Learned About Investing From Darwin
What I Learned About Investing from Darwin is a terrific book that made me think deeply about my portfolio, particularly when it comes to selling.
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